40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Increased Somewhat

CTQ40FISNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

2.00

Year-over-Year Change

0.00%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in duration and persistence of mark and collateral disputes with separately managed accounts. Provides insights into financial service relationship dynamics.

Analysis & Context

This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.

Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.

About This Dataset

This metric evaluates dispute characteristics in separately managed investment accounts. It helps understand client-advisor interaction complexities.

Methodology

Surveyed data collected from investment advisory institutions reporting dispute changes.

Historical Context

Used by financial regulators to monitor institutional risk management practices.

Key Facts

  • Tracks dispute persistence in investment accounts
  • Reflects institutional risk management trends
  • Provides granular financial service insights

FAQs

Q: What does this series measure?

A: It tracks changes in mark and collateral disputes for separately managed investment accounts.

Q: Why are these dispute metrics important?

A: They help understand financial service relationship dynamics and potential risk factors.

Q: How frequently is this data updated?

A: Typically collected and reported on a quarterly basis by financial institutions.

Q: Who uses this type of data?

A: Financial regulators, risk managers, and investment advisory professionals analyze these trends.

Q: What does 'increased somewhat' indicate?

A: Suggests a moderate rise in dispute duration or complexity in managed accounts.

Related News

Related Trends

44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to Otc Equity Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Considerably

ALLQ44BICNR

51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| B. Interest Rate. | Answer Type: Increased Somewhat

ALLQ51BISNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably

ALLQ56B4ECNR

62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 1. Maximum Amount of Funding. | Answer Type: Eased Somewhat

SFQ62B1ESNR

43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Somewhat

OTCDQ43AISNR

62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat

ALLQ62A4ESNR

Citation

U.S. Federal Reserve, Separately Managed Accounts Dispute Duration (CTQ40FISNR), retrieved from FRED.